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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,199 | $99,921-59.8% | $85,009-52.7% | $145,959-72.5% |
| Participation rate | 31.3% | 74.1%-42.8pp | 67.5%-36.3pp | 80.3%-49.0pp |
| Annual return | -20.07% | 83.89%-104.0pp | 66.47%-86.5pp | 561.95%-582.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $274 | $5,293-94.8% | $4,522-93.9% | $6,689-95.9% |
| Admin fee / account holder | $1,900 | $7,252-73.8% | $6,153-69.1% | $13,398-85.8% |